Introducing: The Higgins & Wehmeyer Group UBS Financial Services Inc. 2310 Route 34, Suite 2A Manasquan, NJ 08736 tel: 732-223-4812 fax: 732-223-5911 The Higgins & Wehmeyer Group Mission Statement Our mission is simple – to help our clients enjoy all the rewards inherent in a carefully planned, financially secure future. We work intelligently and with the utmost integrity to grow your assets and protect your accumulated wealth. We accomplish this by: - Delivering exceptional service and openly sharing our vast industry knowledge and experience - Providing expert advice, seasoned Charles Wehmeyer, Rose Wehmeyer, counsel, and careful management of your Joseph Higgins and Janet Iglesias hard-earned assets - Tailoring practical strategies using today's most sophisticated investment and wealth management tools Meet The Higgins & Wehmeyer Group Joseph Higgins Senior Vice President – Investments Joseph “Joe” Higgins has been providing financial advice to individuals, families and businesses since 1983. By developing a thorough understanding of each client’s goals and risk tolerance, he develops a customized strategy for each situation. Joe considers his client’s whole life, taking time to understand the individual, business or industry. He knows that priorities can change from time to time as we encounter unforeseen challenges personally or professionally. With over two decades of experience, Joe has had many opportunities to successfully advise and counsel clients as they transitioned through these different stages of life. In his continuing dedication to best meet the needs of his retiree and pre-retiree clients, Joe earned the Chartered Retirement Planning Counselor (CRPC®) designation from the College of Financial Planning in May, 2004. Although he is experienced in stock option exercises, Rule 144 sales and concentrated stock position strategies, he regularly calls on the team of UBS specialists in Insurance, Trusts, Banking and Wealth Management to complement and expand his range of products and services. Joe attended Seton Hall University and received a B.S. in Accounting. At his previous firm, he earned the Quarter Century Club® designation as well multiple years’ President’s Club® awards, an honor bestowed upon the top financial advisors. The Higgins & Wehmeyer Group Giving back to the community is important to Joe, having served on the boards of the UBS Financial Services Inc. American Heart Association, Coastal Habitat for Humanity, Senior Citizens’ Activity Network (SCAN) and the Monmouth Ocean Foundation for Children. He is a mentor at the Seton Hall University Career Center. Additionally, he is a member of the Brielle 2310 Route 34, Suite 2A Chamber of Commerce where he has served as President for the past two years. Manasquan, NJ 08736 tel: 732-223-4812 Joe enjoys golf, fishing and cooking. He lives in Monmouth County, New Jersey. He has fax: 732-223-5911 X children and dotes on his X grandchildren every spare moment he gets. E-mail: email@example.com Meet The Higgins & Wehmeyer Group Rose D. Wehmeyer Senior Vice President – Investments Although Rose Wehmeyer has been a Financial Advisor (FA) over 20 years, she actually began her career as an educator in Brick Township, New Jersey, where she was voted an “Outstanding Educator”, teaching biology, chemistry and science. Rose’s financial services career started when she suddenly and tragically found herself a young widow. Wanting desperately to provide for her children’s future and create a legacy for their family, she leveraged her own personal learning experiences to form trusting bonds with kindred clients in similar situations, especially current and former educators and other retirees. As a result of her unique skills and talents, she’s received many prestigious awards in recognition of her outstanding performance during her successful career. The Higgins & Wehmeyer Group Continuing her love of teaching, Rose has taught several adult education classes on topics close to her heart, such as Women and UBS Financial Services Inc. Financial Issues and Suddenly Single. 2310 Route 34, Suite 2A Rose is a graduate of Fairleigh Dickinson University and Georgetown Manasquan, NJ 08736 University with a B.S. degree in Biology and Nursing. She currently tel: 732-223-4816 resides in Brick Township, NJ as she has for over 40 years. Her fax: 732-223-5911 hobbies include gardening, fishing, spoiling her grandkids, and doting E-mail: firstname.lastname@example.org on her Havanese dog. Meet The Higgins & Wehmeyer Group Charles P. Wehmeyer Vice President – Investments Following in his mother Rose’s footsteps, Charles Wehmeyer has been a successful financial advisor for more than 20 years. He’s dedicated to helping his clients plan for their financial security and comfortable retirement. It’s not just his job -- it's his passion, having practically “grown up” in the business. First, he will take time to carefully evaluate your current situation and thoroughly understand your personal and professional goals. Only then can he develop and customize the most efficient strategies to maximize your asset growth and protect your accumulated wealth throughout your retirement. Charles is a graduate of Mount St. Mary’s College and the University The Higgins & Wehmeyer Group of Maryland, receiving his B.S. in Business/Finance. He and his wife, Karen, live in Point Pleasant, NJ with their two sons, Matthew and UBS Financial Services Inc. Eric. 2310 Route 34, Suite 2A Charles stays active in his local community by serving on the Board of Manasquan, NJ 08736 Directors of Seashore Family Services and the Battered Women’s tel: 732-223-4814 Shelter and the Diabetes Association. fax: 732-223-5911 E-mail: email@example.com In his free time, Charles enjoys golf, fishing, and baseball.
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